Client Coverage, Structured Investments- Vice President / Senior Vice President

iCapital is powering the world’s alternative investment marketplace. Our financial technology platform has transformed how advisors, wealth management firms, asset managers, and banks evaluate and recommend bespoke public and private market strategies for their high-net-worth clients. iCapital services, approximately $218 billion in global client assets invested in 1,760 funds, as of January 2024.

iCapital has been named to the Forbes Fintech 50 for seven consecutive years (2018-2024); a three-time selection by Forbes to its list of Best Startup Employers (2021-2023); and a four-time winner of MMI/Barron’s Solutions Provider award (See link below). 

About the Role

iCapital is looking to hire a Structured Investment Platform Business Development professional to join the Structured Investments team. The ideal candidate will prospect new clients within the Wealth Management industry, specifically targeting Broker Dealers (BDs), maintain ongoing relationships with current clients, and provide support to the internal team members. This is a technical role focused on the delivery and ongoing support of iCapital’s full suite of technology solutions to the broker dealer channel. This individual will also be tasked with further refining our marketplace positioning and go-to-market strategy across our business lines.

Responsibilities

• Develop new and existing relationships with Broker Dealers.
• Play a key role as the relationship manager for several strategic BD clients.
• Lead platform and system demonstrations for new prospects, lead responses to RFPs, and work collaboratively with internal and external cross-functional teams on iCapital’s suite of enterprise technology solutions.
• Collaborate with other Relationship Managers, Sales teams, and senior executives across the company to drive tactical and strategic initiatives regarding sales strategy and business development.
• Manage and lead internal projects and develop frameworks and processes for ongoing team management.
• Collaborate with product and engineering to deliver key integrations and functionality to clients.
• Provide direction and guidance to junior members of the team.

Qualifications

• 7+ years of experience in a business development/relationship management capacity, with a focus on enterprise or technology sales
• Strong knowledge of structured investments
• Direct experience working for or with wealth management firms, specifically BDs, is highly preferred
• Excellent verbal and written communication skills
• Strategic mindset and able to work independently
• Demonstrated ability to carry enterprise relationships with little to no oversight
• Series 7 and 63 licenses are strongly preferred

Benefits

The base salary range for this role is $185,000 to $250,000. iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO).

We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.

For additional information on iCapital, please visit https://www.icapitalnetwork.com/about-us  Twitter: @icapitalnetwork | LinkedIn: https://www.linkedin.com/company/icapital-network-inc | Awards Disclaimer: https://www.icapitalnetwork.com/about-us/recognition/

iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.